Granite Investment Partners

Granite Investment Partners as of June 30, 2012

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 208 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $18M 31k 584.01
Wells Fargo & Company (WFC) 2.9 $13M 392k 33.44
Ecolab (ECL) 2.3 $10M 152k 68.53
Microsoft Corporation (MSFT) 2.0 $9.3M 303k 30.59
Schlumberger (SLB) 2.0 $9.2M 143k 64.91
Amazon (AMZN) 1.9 $8.9M 39k 228.36
Pepsi (PEP) 1.8 $8.1M 115k 70.66
Google 1.8 $8.0M 14k 580.07
FedEx Corporation (FDX) 1.6 $7.5M 82k 91.61
Visa (V) 1.6 $7.2M 58k 123.64
Qualcomm (QCOM) 1.6 $7.1M 127k 55.68
BorgWarner (BWA) 1.4 $6.5M 99k 65.59
Precision Castparts 1.4 $6.5M 39k 164.49
Allergan 1.4 $6.4M 69k 92.58
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 1.4 $6.3M 128k 49.59
Johnson & Johnson (JNJ) 1.4 $6.3M 93k 67.56
Marriott International (MAR) 1.4 $6.3M 160k 39.20
Oracle Corporation (ORCL) 1.4 $6.3M 212k 29.70
Nike (NKE) 1.3 $5.9M 68k 87.77
W.W. Grainger (GWW) 1.3 $5.8M 30k 191.25
Chevron Corporation (CVX) 1.3 $5.8M 55k 105.50
Praxair 1.2 $5.6M 52k 108.73
Exxon Mobil Corporation (XOM) 1.2 $5.5M 65k 85.56
Automatic Data Processing (ADP) 1.2 $5.3M 96k 55.66
Dunkin' Brands Group 1.2 $5.3M 154k 34.34
International Business Machines (IBM) 1.1 $5.1M 26k 195.60
E.I. du Pont de Nemours & Company 1.1 $4.9M 96k 50.57
EMC Corporation 1.1 $4.8M 186k 25.63
Intuit (INTU) 1.0 $4.7M 79k 59.34
priceline.com Incorporated 1.0 $4.6M 6.9k 664.54
K12 1.0 $4.5M 192k 23.30
Strayer Education 1.0 $4.4M 40k 109.02
Citrix Systems 0.9 $4.3M 51k 83.93
Union Pacific Corporation (UNP) 0.9 $4.3M 36k 119.32
Sigma-Aldrich Corporation 0.9 $4.2M 57k 73.94
Intuitive Surgical (ISRG) 0.9 $4.1M 7.4k 553.76
salesforce (CRM) 0.9 $4.1M 30k 138.25
Danaher Corporation (DHR) 0.9 $4.1M 78k 52.08
Silicon Laboratories (SLAB) 0.9 $3.9M 104k 37.85
RealD 0.9 $3.9M 260k 14.96
Ancestry 0.8 $3.8M 137k 27.53
LogMeIn 0.8 $3.5M 113k 30.52
Costco Wholesale Corporation (COST) 0.8 $3.4M 36k 95.00
T. Rowe Price (TROW) 0.8 $3.4M 55k 62.95
Verizon Communications (VZ) 0.8 $3.4M 76k 44.44
Becton, Dickinson and (BDX) 0.8 $3.4M 46k 74.76
Novo Nordisk A/S (NVO) 0.8 $3.4M 24k 145.34
V.F. Corporation (VFC) 0.7 $3.4M 25k 133.47
Weyerhaeuser Company (WY) 0.7 $3.4M 151k 22.36
Philip Morris International (PM) 0.7 $3.3M 38k 87.25
First Interstate Bancsystem (FIBK) 0.7 $3.3M 230k 14.24
Dex (DXCM) 0.7 $3.2M 248k 12.96
Masimo Corporation (MASI) 0.7 $3.2M 141k 22.38
United Technologies Corporation 0.7 $3.1M 41k 75.53
Comscore 0.7 $3.0M 181k 16.46
Jacobs Engineering 0.6 $2.9M 77k 37.87
Insulet Corporation (PODD) 0.6 $2.9M 137k 21.37
Las Vegas Sands (LVS) 0.6 $2.7M 63k 43.49
Calgon Carbon Corporation 0.6 $2.7M 192k 14.22
Limited Brands 0.6 $2.7M 64k 42.53
St. Jude Medical 0.6 $2.7M 68k 39.91
Abbott Laboratories (ABT) 0.6 $2.6M 41k 64.48
Interactive Intelligence Group 0.6 $2.7M 94k 28.21
Grand Canyon Education (LOPE) 0.6 $2.6M 122k 20.94
Ultimate Software 0.6 $2.5M 28k 88.95
Hexcel Corporation (HXL) 0.6 $2.6M 100k 25.79
NuVasive 0.6 $2.6M 101k 25.36
Vanguard Emerging Markets ETF (VWO) 0.6 $2.6M 64k 39.94
CARBO Ceramics 0.6 $2.5M 33k 76.72
Zep 0.6 $2.5M 182k 13.73
Volcano Corporation 0.5 $2.4M 85k 28.65
ReachLocal 0.5 $2.5M 225k 11.00
Cisco Systems (CSCO) 0.5 $2.3M 137k 17.17
Acme Packet 0.5 $2.3M 123k 18.65
Tejon Ranch Company (TRC) 0.5 $2.3M 80k 28.62
Hub (HUBG) 0.5 $2.2M 62k 36.13
Peet's Coffee & Tea 0.5 $2.2M 37k 60.05
Donaldson Company (DCI) 0.5 $2.1M 64k 33.38
Bravo Brio Restaurant 0.5 $2.1M 118k 17.83
Bristol Myers Squibb (BMY) 0.5 $2.0M 57k 35.95
PAREXEL International Corporation 0.5 $2.1M 73k 28.23
Covance 0.5 $2.0M 42k 47.85
Caterpillar (CAT) 0.4 $2.0M 24k 84.90
Walt Disney Company (DIS) 0.4 $1.9M 40k 48.49
Green Dot Corporation (GDOT) 0.4 $2.0M 89k 22.12
Facebook Inc cl a (META) 0.4 $2.0M 64k 31.10
Techne Corporation 0.4 $1.8M 24k 74.21
Core Laboratories 0.4 $1.8M 15k 115.88
Gra (GGG) 0.4 $1.7M 38k 46.09
Berkshire Hathaway (BRK.B) 0.4 $1.7M 20k 83.33
United Rentals (URI) 0.4 $1.6M 48k 34.04
Celgene Corporation 0.4 $1.6M 25k 64.15
Tenne 0.3 $1.6M 60k 26.82
Financial Engines 0.3 $1.6M 74k 21.45
Servicesource 0.3 $1.5M 111k 13.85
Sourcefire 0.3 $1.4M 28k 51.39
Fresh Market 0.3 $1.4M 27k 53.63
Fifth & Pac Cos 0.3 $1.4M 135k 10.73
Procter & Gamble Company (PG) 0.3 $1.4M 23k 61.24
Enterprise Products Partners (EPD) 0.3 $1.4M 27k 51.26
United Parcel Service (UPS) 0.3 $1.4M 17k 78.76
Emerson Electric (EMR) 0.3 $1.4M 30k 46.57
Williams Partners 0.3 $1.4M 26k 52.25
Rosetta Resources 0.3 $1.3M 36k 36.63
3M Company (MMM) 0.3 $1.3M 14k 89.57
Merck & Co (MRK) 0.3 $1.2M 29k 41.76
Home Depot (HD) 0.2 $1.1M 21k 52.97
SYSCO Corporation (SYY) 0.2 $1.1M 37k 29.81
BlackRock (BLK) 0.2 $1.0M 6.1k 169.85
Hubbell Incorporated 0.2 $990k 13k 77.95
Halliburton Company (HAL) 0.2 $1.0M 36k 28.38
Wintrust Financial Corporation (WTFC) 0.2 $986k 28k 35.51
Plum Creek Timber 0.2 $935k 24k 39.72
Colgate-Palmolive Company (CL) 0.2 $898k 8.6k 104.12
First Republic Bank/san F (FRCB) 0.2 $912k 27k 33.61
American Express Company (AXP) 0.2 $803k 14k 58.19
Kilroy Realty Corporation (KRC) 0.2 $776k 16k 48.38
Capstead Mortgage Corporation 0.2 $773k 56k 13.90
Intel Corporation (INTC) 0.2 $749k 28k 26.65
Yum! Brands (YUM) 0.2 $724k 11k 64.46
ConocoPhillips (COP) 0.2 $717k 13k 55.89
General Mills (GIS) 0.2 $725k 19k 38.52
Royal Dutch Shell 0.2 $749k 11k 67.43
Altria (MO) 0.1 $674k 20k 34.56
Aspen Technology 0.1 $678k 29k 23.13
Signet Jewelers (SIG) 0.1 $663k 15k 44.04
Host Hotels & Resorts (HST) 0.1 $625k 40k 15.82
Aqua America 0.1 $621k 25k 24.97
Hca Holdings (HCA) 0.1 $618k 20k 30.44
Hawaiian Electric Industries (HE) 0.1 $602k 21k 28.50
Thermo Fisher Scientific (TMO) 0.1 $602k 12k 51.90
Anadarko Petroleum Corporation 0.1 $569k 8.6k 66.16
Western Asset Income Fund (PAI) 0.1 $579k 41k 14.08
McDonald's Corporation (MCD) 0.1 $556k 6.3k 88.55
Stryker Corporation (SYK) 0.1 $565k 10k 55.10
UnitedHealth (UNH) 0.1 $567k 9.7k 58.45
Illinois Tool Works (ITW) 0.1 $565k 11k 52.93
Skechers USA (SKX) 0.1 $548k 27k 20.38
Steelcase (SCS) 0.1 $491k 54k 9.04
Kaiser Aluminum (KALU) 0.1 $487k 9.4k 51.81
Transamerica Income Shares 0.1 $510k 22k 23.44
JPMorgan Chase & Co. (JPM) 0.1 $448k 13k 35.75
General Electric Company 0.1 $472k 23k 20.85
Kraft Foods 0.1 $456k 12k 38.64
Amgen (AMGN) 0.1 $471k 6.5k 72.91
Lowe's Companies (LOW) 0.1 $438k 15k 28.44
City National Corporation 0.1 $474k 9.8k 48.55
Myriad Genetics (MYGN) 0.1 $434k 18k 23.76
Piedmont Natural Gas Company 0.1 $473k 15k 32.18
BP (BP) 0.1 $404k 10k 40.54
Fidelity National Financial 0.1 $389k 20k 19.25
Paychex (PAYX) 0.1 $410k 13k 31.39
Cooper Companies (COO) 0.1 $413k 5.2k 79.78
Sap (SAP) 0.1 $416k 7.0k 59.43
Retail Opportunity Investments (ROIC) 0.1 $390k 32k 12.07
Pandora Media 0.1 $406k 37k 10.88
Pfizer (PFE) 0.1 $371k 16k 22.98
Lamar Advertising Company 0.1 $347k 12k 28.64
Interpublic Group of Companies (IPG) 0.1 $359k 33k 10.85
Walgreen Company 0.1 $346k 12k 29.61
Lindsay Corporation (LNN) 0.1 $368k 5.7k 64.93
Haynes International (HAYN) 0.1 $358k 7.0k 50.93
Deere & Company (DE) 0.1 $325k 4.0k 80.89
Titan International (TWI) 0.1 $302k 12k 24.56
Saks Incorporated 0.1 $296k 28k 10.64
Select Comfort 0.1 $318k 15k 20.90
Core-Mark Holding Company 0.1 $325k 6.7k 48.20
Dril-Quip (DRQ) 0.1 $337k 5.1k 65.64
Kirby Corporation (KEX) 0.1 $323k 6.9k 47.10
A. O. Smith Corporation (AOS) 0.1 $306k 6.3k 48.94
Chart Industries (GTLS) 0.1 $297k 4.3k 68.85
Intrepid Potash 0.1 $299k 13k 22.72
Arthur J. Gallagher & Co. (AJG) 0.1 $290k 8.3k 35.10
Coca-Cola Company (KO) 0.1 $277k 3.5k 78.16
Wal-Mart Stores (WMT) 0.1 $284k 4.1k 69.73
Duke Energy Corporation 0.1 $263k 11k 23.07
International Game Technology 0.1 $278k 18k 15.74
SVB Financial (SIVBQ) 0.1 $282k 4.8k 58.70
Kennametal (KMT) 0.1 $285k 8.6k 33.17
Marathon Oil Corporation (MRO) 0.1 $267k 11k 25.53
Bio-Rad Laboratories (BIO) 0.1 $276k 2.8k 100.00
Oil States International (OIS) 0.1 $269k 4.1k 66.32
Raymond James Financial (RJF) 0.1 $295k 8.6k 34.27
Chicago Bridge & Iron Company 0.1 $256k 6.7k 37.95
PIMCO Income Opportunity Fund 0.1 $273k 10k 26.87
Apache Corporation 0.1 $234k 2.7k 87.94
IDEXX Laboratories (IDXX) 0.1 $217k 2.3k 96.06
Vodafone 0.1 $205k 7.3k 28.11
VCA Antech 0.1 $231k 11k 22.00
Harman International Industries 0.1 $227k 5.7k 39.66
Manpower (MAN) 0.1 $227k 6.2k 36.73
Kellogg Company (K) 0.1 $237k 4.8k 49.38
Kayne Anderson MLP Investment (KYN) 0.1 $231k 7.5k 30.80
Citigroup (C) 0.1 $219k 8.0k 27.38
Ford Motor Company (F) 0.0 $163k 17k 9.59
Pimco CA Municipal Income Fund (PCQ) 0.0 $188k 12k 15.53
Pulte (PHM) 0.0 $107k 10k 10.70
Zale Corporation 0.0 $70k 26k 2.68
InterNAP Network Services 0.0 $90k 14k 6.49
JetBlue Airways Corporation (JBLU) 0.0 $53k 10k 5.30
Cumulus Media 0.0 $43k 14k 3.03
Autobytel (ABTL) 0.0 $27k 36k 0.76
PGT (PGTI) 0.0 $41k 13k 3.06
Uroplasty 0.0 $61k 13k 4.57
Napco Security Systems (NSSC) 0.0 $32k 11k 2.94
Alpha Pro Tech (APT) 0.0 $26k 20k 1.34
Inventure Foods 0.0 $66k 11k 6.27
SunLink Health Systems (SSY) 0.0 $60k 50k 1.20